Asset Manager
← All Institutions
Abich Financial Wealth Management LLC
Market Value
$0
Holdings
648
+275
New Purchases
0
Added To
0
Closed
648
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 70 | $0 | 0% |
| Large Cap | 353 | $0 | 0% |
| Mid Cap | 168 | $0 | 0% |
| Small Cap | 51 | $0 | 0% |
| Micro Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$121.4B
Median Market Cap
$20.0B
Avg P/E
32.9
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
441
# ETFs / Funds
207
Top Holdings (648 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CVX | —% | — | — | — | -$576K | -3,710 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$406K | -14,394 | -100.0% | SOLD |
| 3 | YUM | —% | — | — | — | -$4K | -26 | -100.0% | SOLD |
| 4 | BDX | —% | — | — | — | -$19K | -102 | -100.0% | SOLD |
| 5 | WT | —% | — | — | — | -$194K | -13,976 | -100.0% | SOLD |
| 6 | HRB | —% | — | — | — | -$118K | -2,338 | -100.0% | SOLD |
| 7 | AMP | —% | — | — | — | -$88K | -179 | -100.0% | SOLD |
| 8 | ACN | —% | — | — | — | -$270K | -1,093 | -100.0% | SOLD |
| 9 | GLW | —% | — | — | — | -$2K | -23 | -100.0% | SOLD |
| 10 | ATEN | —% | — | — | — | -$49K | -2,691 | -100.0% | SOLD |
| 11 | ACI | —% | — | — | — | -$184K | -10,507 | -100.0% | SOLD |
| 12 | CB | —% | — | — | — | -$120K | -425 | -100.0% | SOLD |
| 13 | BEN | —% | — | — | — | -$216K | -9,321 | -100.0% | SOLD |
| 14 | IVZ | —% | — | — | — | -$236K | -10,296 | -100.0% | SOLD |
| 15 | LYV | —% | — | — | — | -$2K | -10 | -100.0% | SOLD |
| 16 | FDX | —% | — | — | — | -$39K | -167 | -100.0% | SOLD |
| 17 | ALL | —% | — | — | — | -$121K | -562 | -100.0% | SOLD |
| 18 | JHG | —% | — | — | — | -$169K | -3,787 | -100.0% | SOLD |
| 19 | YETI | —% | — | — | — | -$39K | -1,190 | -100.0% | SOLD |
| 20 | UBER | —% | — | — | — | -$3K | -35 | -100.0% | SOLD |
| 21 | HMC | —% | — | — | — | -$3K | -97 | -100.0% | SOLD |
| 22 | HPE | —% | — | — | — | -$206K | -8,405 | -100.0% | SOLD |
| 23 | NOW | —% | — | — | — | -$24K | -26 | -100.0% | SOLD |
| 24 | BMY | —% | — | — | — | -$460K | -10,199 | -100.0% | SOLD |
| 25 | XOM | —% | — | — | — | -$574K | -5,094 | -100.0% | SOLD |
| 26 | ZTS | —% | — | — | — | -$9K | -60 | -100.0% | SOLD |
| 27 | M | —% | — | — | — | -$157K | -8,776 | -100.0% | SOLD |
| 28 | CUBE | —% | — | — | — | -$172K | -4,220 | -100.0% | SOLD |
| 29 | NEE | —% | — | — | — | -$2K | -22 | -100.0% | SOLD |
| 30 | BRX | —% | — | — | — | -$206K | -7,449 | -100.0% | SOLD |
| 31 | SHV | —% | — | — | — | -$286K | -2,587 | -100.0% | SOLD |
| 32 | SGOV | —% | — | — | — | -$2M | -23,286 | -100.0% | SOLD |
| 33 | CMG | —% | — | — | — | -$784 | -20 | -100.0% | SOLD |
| 34 | CNR | —% | — | — | — | -$3K | -40 | -100.0% | SOLD |
| 35 | BC | —% | — | — | — | -$122K | -1,926 | -100.0% | SOLD |
| 36 | AFG | —% | — | — | — | -$277K | -1,901 | -100.0% | SOLD |
| 37 | HWM | —% | — | — | — | -$4K | -20 | -100.0% | SOLD |
| 38 | ESTC | —% | — | — | — | -$82K | -966 | -100.0% | SOLD |
| 39 | DIS | —% | — | — | — | -$19K | -164 | -100.0% | SOLD |
| 40 | THG | —% | — | — | — | -$43K | -235 | -100.0% | SOLD |
| 41 | WU | —% | — | — | — | -$133K | -16,683 | -100.0% | SOLD |
| 42 | AUB | —% | — | — | — | -$50K | -1,422 | -100.0% | SOLD |
| 43 | VEEV | —% | — | — | — | -$60K | -200 | -100.0% | SOLD |
| 44 | DLR | —% | — | — | — | -$173 | -1 | -100.0% | SOLD |
| 45 | IQV | —% | — | — | — | -$163K | -856 | -100.0% | SOLD |
| 46 | TDC | —% | — | — | — | -$37K | -1,730 | -100.0% | SOLD |
| 47 | APD | —% | — | — | — | -$1K | -5 | -100.0% | SOLD |
| 48 | ZBH | —% | — | — | — | -$15K | -156 | -100.0% | SOLD |
| 49 | CARR | —% | — | — | — | -$19K | -317 | -100.0% | SOLD |
| 50 | ANET | —% | — | — | — | -$2K | -17 | -100.0% | SOLD |
| 51 | AXP | —% | — | — | — | -$12K | -35 | -100.0% | SOLD |
| 52 | ICE | —% | — | — | — | -$1K | -8 | -100.0% | SOLD |
| 53 | ASH | —% | — | — | — | -$5K | -111 | -100.0% | SOLD |
| 54 | AFL | —% | — | — | — | -$48K | -432 | -100.0% | SOLD |
| 55 | CVE | —% | — | — | — | -$13K | -784 | -100.0% | SOLD |
| 56 | SPOT | —% | — | — | — | -$119K | -171 | -100.0% | SOLD |
| 57 | MS | —% | — | — | — | -$17K | -107 | -100.0% | SOLD |
| 58 | AM | —% | — | — | — | -$174K | -8,965 | -100.0% | SOLD |
| 59 | OTIS | —% | — | — | — | -$9K | -94 | -100.0% | SOLD |
| 60 | GS | —% | — | — | — | -$58K | -73 | -100.0% | SOLD |
| 61 | HD | —% | — | — | — | -$55K | -135 | -100.0% | SOLD |
| 62 | DXC | —% | — | — | — | -$2K | -166 | -100.0% | SOLD |
| 63 | ETSY | —% | — | — | — | -$51K | -766 | -100.0% | SOLD |
| 64 | EOG | —% | — | — | — | -$424K | -3,781 | -100.0% | SOLD |
| 65 | FTI | —% | — | — | — | -$67K | -1,711 | -100.0% | SOLD |
| 66 | EIX | —% | — | — | — | -$23K | -410 | -100.0% | SOLD |
| 67 | OMF | —% | — | — | — | -$124K | -2,201 | -100.0% | SOLD |
| 68 | ENS | —% | — | — | — | -$64K | -564 | -100.0% | SOLD |
| 69 | FNF | —% | — | — | — | -$338K | -5,585 | -100.0% | SOLD |
| 70 | NMAX | —% | — | — | — | -$6K | -500 | -100.0% | SOLD |
| 71 | ABBV | —% | — | — | — | -$49K | -213 | -100.0% | SOLD |
| 72 | DHR | —% | — | — | — | -$4K | -20 | -100.0% | SOLD |
| 73 | ECL | —% | — | — | — | -$1K | -5 | -100.0% | SOLD |
| 74 | CRM | —% | — | — | — | -$10K | -42 | -100.0% | SOLD |
| 75 | CSL | —% | — | — | — | -$60K | -182 | -100.0% | SOLD |
| 76 | NOV | —% | — | — | — | -$115K | -8,647 | -100.0% | SOLD |
| 77 | MGM | —% | — | — | — | -$12K | -340 | -100.0% | SOLD |
| 78 | BBY | —% | — | — | — | -$285K | -3,773 | -100.0% | SOLD |
| 79 | AIT | —% | — | — | — | -$29K | -113 | -100.0% | SOLD |
| 80 | DRI | —% | — | — | — | -$2K | -8 | -100.0% | SOLD |
| 81 | EPR | —% | — | — | — | -$127K | -2,187 | -100.0% | SOLD |
| 82 | DDS | —% | — | — | — | -$177K | -288 | -100.0% | SOLD |
| 83 | GRMN | —% | — | — | — | -$3K | -14 | -100.0% | SOLD |
| 84 | BLK | —% | — | — | — | -$11K | -10 | -100.0% | SOLD |
| 85 | MTB | —% | — | — | — | -$306K | -1,547 | -100.0% | SOLD |
| 86 | HSY | —% | — | — | — | -$339K | -1,810 | -100.0% | SOLD |
| 87 | DAR | —% | — | — | — | -$37K | -1,191 | -100.0% | SOLD |
| 88 | GE | —% | — | — | — | -$32K | -107 | -100.0% | SOLD |
| 89 | HAL | —% | — | — | — | -$298K | -12,122 | -100.0% | SOLD |
| 90 | MO | —% | — | — | — | -$445K | -6,737 | -100.0% | SOLD |
| 91 | VST | —% | — | — | — | -$110K | -560 | -100.0% | SOLD |
| 92 | VMI | —% | — | — | — | -$36K | -92 | -100.0% | SOLD |
| 93 | SQM | —% | — | — | — | -$139K | -3,243 | -100.0% | SOLD |
| 94 | MFC | —% | — | — | — | -$8K | -260 | -100.0% | SOLD |
| 95 | RHLD | —% | — | — | — | -$15K | -213 | -100.0% | SOLD |
| 96 | KO | —% | — | — | — | -$63K | -945 | -100.0% | SOLD |
| 97 | VZ | —% | — | — | — | -$400K | -9,107 | -100.0% | SOLD |
| 98 | LOW | —% | — | — | — | -$85K | -337 | -100.0% | SOLD |
| 99 | PFS | —% | — | — | — | -$69K | -3,590 | -100.0% | SOLD |
| 100 | NKE | —% | — | — | — | -$43K | -623 | -100.0% | SOLD |